Wrenne Financial Planning LLC Schwab Strategic Tr Us Broad M Transaction History

Wrenne Financial Planning LLC

  • $188 Billion
  • Q1 2025

A detailed history of Wrenne Financial Planning LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wrenne Financial Planning LLC holds 253,460 shares of SCHB stock, worth $5.76 Million. This represents 2.9% of its overall portfolio holdings.

Number of Shares
253,460
Previous 245,939 3.06%
Holding current value
$5.76 Million
Previous $5.58 Billion 2.25%
% of portfolio
2.9%
Previous 3.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$21.23 - $23.75 $159,670 - $178,623
7,521 Added 3.06%
253,460 $5.46 Billion
Q4 2024

Feb 10, 2025
BUY
$22.01 - $66.82 $3.74 Million - $11.4 Million
169,866 Added 223.29%
245,939 $5.58 Billion
Q3 2024

Nov 12, 2024
BUY
$59.93 - $66.52 $165,886 - $184,127
2,768 Added 3.78%
76,073 $5.06 Billion
Q2 2024

Aug 07, 2024
SELL
$57.57 - $63.3 $593,201 - $652,243
-10,304 Reduced 12.32%
73,305 $4.61 Billion
Q1 2024

May 13, 2024
BUY
$54.61 - $61.05 $4.57 Million - $5.1 Million
83,609 New
83,609 $5.1 Billion

Others Institutions Holding SCHB

# of Institutions
1,290
Shares Held
487M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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